Investment Advisor III
On-siteFort Wayne, Indiana, United States
Fort Wayne, Indiana, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Manage client accounts according to investment objectives, delivering actionable advice, market insight, and reporting on investment results. Maintain and grow assets under management while supporting sales efforts through the introduction and expansion of financial services. Demonstrate knowledge of complex investment and asset management strategies and execute risk management practices by adhering to PNC's policies and procedures. Based in Fort Wayne, IN or Indianapolis, IN, this role requires a university degree and 5+ years of industry experience with relevant certifications.
Required Qualifications
- university / college degree
- 5+ years of industry-relevant experience
- appropriate knowledge, skills, and abilities for a role
- Specific certifications
- comparable combination of education, job specific certification(s), and experience (including military service)
Desired Qualifications
- Accountability
- Budget Management
- Competitive Advantages
- Decision Making
- Finance Strategy
- Financial Modeling
- Investment Management
- Relationship Management
- Client Relationship Management
- Decision Making and Critical Thinking
- Effective Communications
- Investment Consulting
- Portfolio Management
- Products and Services
- Value Selling
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